First Rate CEO Craig Wietz discusses OnPoint Reporting, a finalist in the Technology Providers: Wealth Reporting category of the 2015 Wealth Management Industry Awards.
First Rate CEO Craig Wietz discusses the firm's Goals Based Reporting initiative, a finalist in the Thought Leadership: Industry/Advocacy category of the 2015 Wealth Management Industry Awards.
Doug Baxley, Assistant Vice President, Compliance, for SSN, discusses FOCALweb, a finalist in the technology category of the 2015 WealthManagement.com Industry Awards.
Out of a pool of over 300 submissions, WealthManagement.com on Friday released the names of the finalists for its first industry awards program, meant to recognize outstanding achievement in products or services that help advisors succeed. Some of...
